a year ago
🎯 Get targeted downloads with document type filtering
Introducing new type filtering when you’re downloading documents in bulk.
Now you can select your desired document types before downloading, ensuring a faster and more efficient process.
Why it matters
- Previously, GPs had to download all document types in bulk, which often included irrelevant and unnecessary files.
- Now, GPs can filter and select only the specific document types they need, making downloads faster and more efficient.
How it works
- GPs can choose document types while exporting investor documents:
- Subscription Documents
- AML/KYC & Other Supporting Documents
- Reference Documents
- Only the selected document types will be downloaded for all chosen LPs.